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Reckon Accounts Hosted Icon Reckon Accounts Hosted ODBC Driver

The Reckon Accounts Hosted ODBC Driver is a powerful tool that allows you to connect with live data from Reckon Accounts Hosted, directly from any applications that support ODBC connectivity.

Access Reckon Accounts Hosted data like you would a database - read, write, and update Reckon Accounts Hosted 0, etc. through a standard ODBC Driver interface.

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Import and Visualize Reckon Accounts Hosted Data in Power View


Create data visualizations based on Reckon Accounts Hosted data in Excel.

You can use the built-in ODBC support in Excel to rapidly create Power View reports featuring Reckon Accounts Hosted data. This article shows how to use the Data Connection Wizard, accessible from the Data ribbon, to import Reckon Accounts Hosted data into a Power View report.

Connect to Reckon Accounts Hosted as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

The connector makes requests to Reckon Accounts Hosted through OAuth. Specify the following connection properties:

  • SubscriptionKey: Required. You get this value when you created your developer account.
  • CountryVersion: Defaults to 2021.R2.AU.
  • CompanyFile: Required. The path to the company file.
  • User: Required. The username of the company file.
  • Password: Required. The password of the company file.
  • InitiateOAuth: Set this to GETANDREFRESH to let the driver handle access tokens.
  • CallbackURL: The redirectURI of your Custom OAuth App.
  • OAuthClientId: The client id of your Custom OAuth App.
  • OAuthClientSecret: The client secret of your Custom OAuth App.

CData provides an embedded OAuth application that simplifies OAuth desktop authentication. See the Help documentation for information on other OAuth authentication methods (web, headless, etc.), creating custom OAuth applications, and reasons for doing so.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Connect with the Data Connection Wizard

Follow the steps below to connect to the DSN from the Data Connection Wizard in Excel.

  1. On the Data tab, click From Other Sources -> From Data Connection Wizard.
  2. In the Data Connection Wizard, select the ODBC DSN option.
  3. Select the ODBC DSN for Reckon Accounts Hosted from the list.

  4. Select the tables you want to work with.

    If you want to import multiple tables, deselect the "Connect to a specific table" option. After you connect to the data source, you can select multiple tables: After you click Finish to close the Data Connection Wizard, select the "Enable selection of multiple tables" option in the Select Table dialog.

  5. In the Import Data dialog, select the destination for your data. For example, select the Table option and the Existing worksheet option. Then click the cell in your worksheet where results should be output.
  6. Click Insert -> Power View to create a new Power View report.

Create a Table

Tables are the starting point for charts and other representations of your data. To create a table, select a column in the field list. You can also drag and drop table names and column names onto the view.

Create Data Visualizations

On the Design tab, you can change tables into charts and other visualizations.